MILESTONE FINANCIAL ASSOCIATES, LLC
CRD #336684 SEC #801-133757 MACUNGIE, PA 6104218777
SEC Registered
Total AUM
$591.7M
Discretionary
$591.7M
Employees
12
Clients
0
Accounts
1,822
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 23, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Green, Jordan, Jeffrey | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COULT, DAVID, SAMUEL | I | MEMBER | E | Control |
| COULT, DAVID, SAMUEL | I | MEMBER/ CCO | E | Control |
| COULT, DAVID, SAMUEL | I | MEMBER/ CCO | E | Control |
| COULT, DAVID, SAMUEL | I | MEMBER/ CCO | E | Control |
| COULT, DAVID, SAMUEL | I | MEMBER/ CCO | E | Control |
Registrations
Federal
IA
Oct 23, 2025 REGISTERED
Notice Filings (1)
PA
Address
330 EAST MAIN STREETMACUNGIE, PA 18062
United States
Phone: 6104218777